Market Adjustments
The conversation explores the impact of rising interest rates on companies like Divi, highlighting how the previous era of low rates led to complacency in business models. As the cost of home purchases increases, Divi faces challenges in maintaining profitability, with accusations of charging above-market rents complicating their situation further. The discussion emphasizes the unpredictable nature of human behavior in financial markets and the need for adaptability.In this clip
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Equity
We'll probably retire before Databricks IPOs
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